Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Strategy Consultants offers investment advisory services on a fee-only basis. Fees are based on a percentage of assets under management. For traditional consulting, the fee is 20 bps on the first $50MM, 15 bps on the next $50MM, and 12 bps over $100MM. For OCIO, the fee is 30 bps on the first $100MM, 25 bps on the next $150MM, 20 bps on the next $250MM, and 15 bps on the next $500MM. For private wealth, the fee is 125 bps on the first $2MM, 100 bps on the next $1MM, 85 bps on the next $2MM, 75 bps on the next $5MM, and negotiable over $10MM. Project-based services range from $2,500 to $25,000, and hourly charges are $150 to $300. A minimum asset level of $10,000,000 is generally required for institutional clients and $1,000,000 for private wealth clients, but this may be waived or reduced at ASC's discretion.
Areas of Practice
Advisor Information
Office location
Six North Park Drive, Suite 208, Hunt Valley, MD, 21030
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the managing member/owner of Tanyard Road LLC, a rental real estate business, since 2017. He spends minimal time leasing a farm to a third-party farmer.